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me is margie of wells fargo, sandy duncan and chris bertleson and rick santelli. thanks for joining us. rick, i'm going to kick this off with you. what are traders saying ahead of tomorrow's election? >> they certainly expect a lot more movement in markets tomorrow and the following day. today was a go nowhere range day. even in the stocks they move into positive territory. dollar index has been firmly but lightly in positive territory with little turnover. same with the euro. many traders are saying, you know, it was momentum that propelled the giants in baseball. so, they're putting a lot of stock in momentum, which may be a positive for the challenger in the form of mitt romney but everybody has their own unique foibles how they want to proceed on the trading side. traders aren't giving me anything solid as a glimpse into who wins but they seem optimistic they think the fiscal cliff will be dealt with, but it won't be dealt with until next year and dealt with retrospectively. >> i would agree, that's what people are saying now. chris, regardless, you're saying you're staying neut
're faced with in the economy, on the heels of sandy, how do you want to allocate capital? what are you telling investors? >> well, in terms of where the liquidity is going, because we have these liquidity ways, i think you want to be in shorter duration assets if you're going to look at the fixed income markets. you have to believe rates are going to go up. then you have to look at equity groups. that's where the last waves go into the more risky assets. >> and you're seeing that? >> yes. >> all right. we'll leave it there. chip, good to have you on the program. jeff, rick, thanks very much. let's keep our focus zeroed in on the markets. bill stone helps to oversee more than $55 billion in assets. hendrick is in charge of about $100 billion. we want to find out where they're putting their money to work and how they see this market. both join me now. gentlemen, good to have you. bill, you say it's time to be more cautious in equities? >> yeah, we recently really lowered our allocation down to baseline. i think it's for a lot of the reasons that were discussed. even once we get past the
as hard by sandy as coastal and northern new jersey residents. the state has extended the deadline for displaced voters to return their ballots to 8:00 p.m. on friday. there is a lot more at stake than just the presidency, of course. we could also see a big shift in congress. it could have a huge impact on the looming fiscal cliff. eamon javers is looking at that angle. >> there's a four-vote margin if republicans are going to take over in the senate. they need four votes to switch into their column. they only need three, however, if mitt romney wins. that's because paul ryan would be the vice president. in the house of representatives, democrats face an uphill battle. they would need a net 25 seat gain in the house in order for things to switch over. that's caused a lot of people to focus on what happens with the fiscal cliff negotiations after we get this election tonight. as you're seeing there, you're looking at paul ryan's campaign website. remember, he's running for the house of representatives tonight as a hedge in case he loses the vice president vice presidency. will he be
Search Results 0 to 2 of about 3